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Document

Why Would You Use Documents?

Documents in DataHub are content-indexed resources that can store knowledge, documentation, FAQs, tutorials, and other textual content. They provide a centralized place to manage and search through organizational knowledge, making them accessible to both humans and AI systems.

Documents support rich metadata including:

Searchable content with full-text search capabilities
Categorization via types, domains, and owners
Visibility control to show/hide documents in global search and navigation
Relationships to data assets (datasets, dashboards, charts, etc.)
Hierarchical organization through parent-child relationships

Types of Documents

DataHub supports two types of documents:

Native Documents: Created and stored directly in DataHub. Full content is indexed and searchable. Use Document.create_document() to create these.
External Documents: References to documents stored in external systems (Notion, Confluence, Google Docs, etc.). These link to the original content via URL. Use Document.create_external_document() to create these.

Document Visibility

Documents can be configured to:

Show in global context (default): Appear in global search results and the knowledge base sidebar
Hide from global context: Only accessible through related assets. This is useful for:
- Documentation specific to a single dataset
- Context documents for AI agents
- Private notes attached to assets

Goal Of This Guide

This guide will show you how to:

Create native and external documents
Control document visibility
Link documents to data assets
Update document contents and metadata
Publish and unpublish documents
Delete documents

Prerequisites

For this tutorial, you need to deploy DataHub Quickstart and ingest sample data. For detailed steps, please refer to DataHub Quickstart Guide.

Create Document

Native Document

Native documents are stored directly in DataHub with full content indexing.

graphql

mutation createDocument {
  createDocument(
    input: {
      id: "my-tutorial-doc"
      contents: {
        text: "# Getting Started with DataHub\n\nThis tutorial will help you get started..."
      }
      title: "DataHub Tutorial"
      subType: "Tutorial"
      state: PUBLISHED
    }
  )
}

If you see the following response, the operation was successful:

json

{
  "data": {
    "createDocument": "urn:li:document:my-tutorial-doc"
  },
  "extensions": {}
}

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python

from datahub.sdk import DataHubClient, Document

client = DataHubClient.from_env()

# Create a native document
doc = Document.create_document(
    id="getting-started-tutorial",
    title="Getting Started with DataHub",
    text="# Getting Started with DataHub\n\nThis tutorial will help you get started...",
    subtype="Tutorial",
)

client.entities.upsert(doc)
print(f"Created document: {doc.urn}")

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External Document

External documents reference content stored in other platforms like Notion or Confluence.

graphql

mutation createExternalDocument {
  createDocument(
    input: {
      id: "notion-handbook"
      contents: { text: "Summary for search indexing..." }
      title: "Engineering Handbook"
      subType: "Reference"
      state: PUBLISHED
    }
  )
}

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python

from datahub.sdk import DataHubClient, Document

client = DataHubClient.from_env()

# Create an external document (from Notion)
doc = Document.create_external_document(
    id="notion-engineering-handbook",
    title="Engineering Handbook",
    platform="urn:li:dataPlatform:notion",
    external_url="https://notion.so/team/engineering-handbook",
    external_id="notion-page-abc123",
    text="Summary of the handbook for search...",  # Optional
    owners=["urn:li:corpuser:engineering-lead"],
)

client.entities.upsert(doc)
print(f"Created external document: {doc.urn}")

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Document Hidden from Global Context

Documents can be hidden from global search and sidebar navigation. They remain accessible through related assets - useful for AI agent context or asset-specific documentation.

graphql

mutation createHiddenDocument {
  createDocument(
    input: {
      id: "dataset-context-doc"
      contents: { text: "Context about the orders dataset for AI agents..." }
      title: "Orders Dataset Context"
      settings: { showInGlobalContext: false }
      relatedAssets: [
        "urn:li:dataset:(urn:li:dataPlatform:snowflake,orders,PROD)"
      ]
    }
  )
}

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python

from datahub.sdk import DataHubClient, Document

client = DataHubClient.from_env()

# Create a document hidden from global context
# Only accessible via the related asset - useful for AI agents
doc = Document.create_document(
    id="orders-dataset-context",
    title="Orders Dataset Context",
    text="# Context for AI Agents\n\nThe orders dataset contains daily summaries...",
    show_in_global_context=False,  # Hidden from global search/sidebar
    related_assets=["urn:li:dataset:(urn:li:dataPlatform:snowflake,orders,PROD)"],
)

client.entities.upsert(doc)
print(f"Created AI-only context document: {doc.urn}")

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Document with Full Metadata

graphql

mutation createDocumentWithMetadata {
  createDocument(
    input: {
      id: "faq-data-quality"
      contents: {
        text: "# Data Quality FAQ\n\n## Q: How do we measure data quality?\n\nA: We use..."
      }
      title: "Data Quality FAQ"
      subType: "FAQ"
      state: PUBLISHED
      relatedAssets: [
        "urn:li:dataset:(urn:li:dataPlatform:snowflake,my_table,PROD)"
      ]
      owners: [{ owner: "urn:li:corpuser:john", type: TECHNICAL_OWNER }]
    }
  )
}

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python

from datahub.sdk import DataHubClient, Document

client = DataHubClient.from_env()

doc = Document.create_document(
    id="faq-data-quality",
    title="Data Quality FAQ",
    text="# Data Quality FAQ\n\n## Q: How do we measure data quality?\n\nA: We use...",
    subtype="FAQ",
    related_assets=["urn:li:dataset:(urn:li:dataPlatform:snowflake,my_table,PROD)"],
    owners=["urn:li:corpuser:john"],
    domain="urn:li:domain:engineering",
    tags=["urn:li:tag:important"],
    custom_properties={"team": "data-platform", "version": "1.0"},
)

client.entities.upsert(doc)
print(f"Created document with metadata: {doc.urn}")

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Update Document

Update the contents, title, or visibility of an existing document.

graphql

mutation updateDocumentContents {
  updateDocumentContents(
    input: {
      urn: "urn:li:document:my-tutorial-doc"
      contents: {
        text: "# Updated Getting Started Guide\n\nThis is the updated content..."
      }
    }
  )
}

Update the title:

graphql

mutation updateDocumentTitle {
  updateDocumentContents(
    input: {
      urn: "urn:li:document:my-tutorial-doc"
      title: "Updated Tutorial Title"
    }
  )
}

Update visibility settings:

graphql

mutation updateDocumentSettings {
  updateDocumentSettings(
    input: {
      urn: "urn:li:document:my-tutorial-doc"
      showInGlobalContext: false
    }
  )
}

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python

{{ inline /metadata-ingestion/examples/library/update_document.py show_path_as_comment }}

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Search Documents

Search through documents with various filters.

graphql

query searchDocuments {
  searchDocuments(
    input: { query: "data quality", types: ["FAQ"], start: 0, count: 10 }
  ) {
    total
    documents {
      urn
      type
      subType
      info {
        title
        status {
          state
        }
        contents {
          text
        }
      }
    }
  }
}

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python

{{ inline /metadata-ingestion/examples/library/search_documents.py show_path_as_comment }}

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Get Document

Retrieve the full contents and metadata of a specific document.

graphql

query getDocument {
  document(urn: "urn:li:document:my-tutorial-doc") {
    urn
    type
    subType
    info {
      title
      source {
        sourceType
        externalUrl
        externalId
      }
      status {
        state
      }
      contents {
        text
      }
      relatedAssets {
        asset {
          urn
        }
      }
      relatedDocuments {
        document {
          urn
        }
      }
      parentDocument {
        document {
          urn
        }
      }
    }
    settings {
      showInGlobalContext
    }
  }
}

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python

{{ inline /metadata-ingestion/examples/library/get_document.py show_path_as_comment }}

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Publish/Unpublish Document

Control whether a document is visible to users.

Publish a document:

graphql

mutation publishDocument {
  updateDocumentStatus(
    input: { urn: "urn:li:document:my-tutorial-doc", state: PUBLISHED }
  )
}

Unpublish a document:

graphql

mutation unpublishDocument {
  updateDocumentStatus(
    input: { urn: "urn:li:document:my-tutorial-doc", state: UNPUBLISHED }
  )
}

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python

{{ inline /metadata-ingestion/examples/library/publish_document.py show_path_as_comment }}

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Delete Document

Remove a document from DataHub.

graphql

mutation deleteDocument {
  deleteDocument(urn: "urn:li:document:my-tutorial-doc")
}

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python

{{ inline /metadata-ingestion/examples/library/delete_document.py show_path_as_comment }}

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Advanced Operations

Associate a document with data assets. Documents linked to assets can be accessed from those assets even when hidden from global context.

graphql

mutation updateRelatedEntities {
  updateDocumentRelatedEntities(
    input: {
      urn: "urn:li:document:my-doc"
      relatedAssets: [
        "urn:li:dataset:(urn:li:dataPlatform:snowflake,my_table,PROD)"
        "urn:li:dashboard:(looker,dashboard1)"
      ]
      relatedDocuments: ["urn:li:document:related-doc"]
    }
  )
}

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python

from datahub.sdk import DataHubClient, Document

client = DataHubClient.from_env()

doc = client.entities.get("urn:li:document:my-doc", Document)
if doc:
    # Add related assets
    doc.add_related_asset("urn:li:dataset:(urn:li:dataPlatform:snowflake,my_table,PROD)")
    doc.add_related_asset("urn:li:dashboard:(looker,dashboard1)")

    # Add related documents
    doc.add_related_document("urn:li:document:related-doc")

    client.entities.upsert(doc)
    print("Related entities updated!")

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Update Document Sub-Type

Change the sub-type (e.g., "FAQ", "Tutorial", "Runbook") of a document:

graphql

mutation updateDocumentSubType {
  updateDocumentSubType(
    input: { urn: "urn:li:document:my-doc", subType: "Reference" }
  )
}

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python

from datahub.sdk import DataHubClient, Document

client = DataHubClient.from_env()

doc = client.entities.get("urn:li:document:my-doc", Document)
if doc:
    doc.set_subtype("Reference")
    client.entities.upsert(doc)
    print(f"Sub-type updated: {doc.subtype}")

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Move Document

Move a document to a different parent (for hierarchical organization):

graphql

mutation moveDocument {
  moveDocument(
    input: {
      urn: "urn:li:document:child-doc"
      newParent: "urn:li:document:new-parent"
    }
  )
}

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python

from datahub.sdk import DataHubClient, Document

client = DataHubClient.from_env()

doc = client.entities.get("urn:li:document:child-doc", Document)
if doc:
    # Move to a new parent
    doc.set_parent_document("urn:li:document:new-parent")
    client.entities.upsert(doc)
    print(f"Document moved! New parent: {doc.parent_document}")

    # Or make it a top-level document (no parent)
    doc.set_parent_document(None)
    client.entities.upsert(doc)
    print("Document is now a top-level document!")

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Python SDK Reference

The Document SDK provides the following methods:

Creation Methods

Method	Description
`Document.create_document(...)`	Create a native document stored in DataHub
`Document.create_external_document(...)`	Create a reference to an external document

Content & Metadata

Method	Description
`doc.title` / `doc.set_title(...)`	Get/set the document title
`doc.text` / `doc.set_text(...)`	Get/set the document text content
`doc.subtype` / `doc.set_subtype(...)`	Get/set the sub-type (FAQ, Tutorial, etc.)
`doc.custom_properties`	Get the custom properties dictionary
`doc.set_custom_property(key, value)`	Set a single custom property

Visibility & Lifecycle

Method	Description
`doc.status` / `doc.set_status(...)`	Get/set PUBLISHED or UNPUBLISHED status
`doc.publish()` / `doc.unpublish()`	Publish or unpublish the document
`doc.show_in_global_context`	Check if visible in global search/sidebar
`doc.hide_from_global_context()`	Hide from global context (AI-only access)
`doc.show_in_global_search()`	Show in global context

Relationships

Method	Description
`doc.related_assets`	Get list of related asset URNs
`doc.add_related_asset(...)` / `doc.remove_related_asset(...)`	Add/remove a related asset
`doc.related_documents`	Get list of related document URNs
`doc.add_related_document(...)` / `doc.remove_related_document(...)`	Add/remove a related document
`doc.parent_document` / `doc.set_parent_document(...)`	Get/set parent for hierarchy

Source Information

Method	Description
`doc.is_native`	Check if this is a native DataHub document
`doc.is_external`	Check if this is an external reference
`doc.external_url`	Get the external URL (external docs only)
`doc.external_id`	Get the external system ID

Metadata (via mixins)

Method	Description
`doc.add_tag(...)` / `doc.set_tags(...)`	Add tags
`doc.add_owner(...)` / `doc.set_owners(...)`	Add owners
`doc.set_domain(...)`	Set the domain
`doc.add_term(...)` / `doc.set_terms(...)`	Add glossary terms

For more examples, see:

Python SDK Examples

Document

Document

Why Would You Use Documents?

Types of Documents

Document Visibility

Goal Of This Guide

Prerequisites

Create Document

Native Document

External Document

Document Hidden from Global Context

Document with Full Metadata

Update Document

Search Documents

Get Document

Publish/Unpublish Document

Delete Document

Advanced Operations

Link Related Assets

Update Document Sub-Type

Move Document

Python SDK Reference

Creation Methods

Content & Metadata

Visibility & Lifecycle

Relationships

Source Information

Metadata (via mixins)